Use the onboarding checklist to get started
Learn how to open and use the onboarding checklist to track and complete key getting-started tasks within a project.
This guide is designed for project manager.
Steps
Step 1: Open the onboarding checklist panel
When onboarding is active, look to the corner of your screen for the “Getting Started” checklist panel showing your current completion percentage.
Step 2: Review your onboarding progress
In the checklist header, check the “Getting Started” label and the percentage indicator to see how much of the onboarding process you have already completed.
Step 3: Choose a task to work on
In the task list, locate the next suggested task and click it to navigate directly to the relevant page within your current project.
Step 4: Follow the link to the task page
After clicking a task, confirm that you are redirected to the correct project sub-page where you can carry out the required setup activity.
Step 5: Close the onboarding checklist
When you no longer need the checklist, click the close (X) button in the top-right of the panel to hide it while you continue working.
Related Tasks
Last updated: 2025-12-28